Overcoming the Trade Conflict
In this week’s edition of the LifePro Asset Management Market & Portfolio Review, our head of Wealth Management, Robert Reaburn focuses on the ongoing U.S./China trade war and how the LPAM investment strategies are positioned to handle the knock on effects of higher tariffs on goods imported from or exported to China.
Rob will also be taking a close look at how our investment strategies handled the volatility of the past week and the areas of the portfolio that contributed to those performance results. We will also walk clients through how a tactical investment strategy can help clients navigate the headline risk of the past week and how that differs from the inefficient allocation of investment dollars often encouraged by index investment strategies.
Lastly, we will take a look at how stocks are priced relative to bonds and what that tells us about the possible path of stock and bond prices going forward.
The information here is presented by licensed professionals and not specific to any individual’s personal circumstances. Investment advisory services offered through LifePro Asset Management, LLC, a registered investment adviser. Investments involve risk and are not guaranteed. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy will be profitable or equal any historical performance. Discussion of any specific stocks are based on objective, non-performance criteria and such discussion neither serves as a recommendation nor as the receipt of, or a substitute for, personalized advice. Due to various factors, including changing market conditions, such discussion of positions and/or recommendations may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Advisor, or from any other investment professional. Forward-looking statements such as “anticipate,” “believe,” “estimate,” “expect,” “intend,” “plan,” are based on management’s views and assumptions at the time such statements were originally made and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. LifePro Asset Management does not undertake any obligation to correct or update any forward-looking statements on the LPAM Site.